See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,757 | $109,881-54.7% | $150,045-66.8% | $84,808-41.3% |
| Participation rate | 51.2% | 76.1%-24.9pp | 82.3%-31.1pp | 68.3%-17.1pp |
| Annual return | 181.26% | 28.25%+153.0pp | 62.55%+118.7pp | 40.90%+140.4pp |
| Employer contribution / active EE | $976 | $3,561-72.6% | $4,693-79.2% | $2,631-62.9% |
| Participant deferral / active EE | $3,085 | $6,636-53.5% | $7,997-61.4% | $4,212-26.8% |
| Admin fee / account holder | $2,120 | $8,568-75.3% | $13,435-84.2% | $7,344-71.1% |